MA
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MBA Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MBA Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Hold
5,814
– – 0.2% 80
2025
Q4 		$520K Buy
5,814
+55
+1% +$4.86K 0.21% 84
2025
Q3 		$503K Buy
5,759
+29
+0.5% +$2.46K 0.21% 81
2025
Q2 		$478K Buy
5,730
+130
+2% +$10.3K 0.22% 83
2025
Q1 		$424K Sell
5,600
-30
-0.5% -$2.24K 0.21% 87
2024
Q4 		$396K Sell
5,630
-20
-0.4% -$1.48K 0.2% 88
2024
Q3 		$441K Sell
5,650
-258
-4% -$19.3K 0.21% 81
2024
Q2 		$429K Sell
5,908
-954
-14% -$70.2K 0.22% 81
2024
Q1 		$509K Sell
6,862
-512
-7% -$36.4K 0.26% 74
2023
Q4 		$519K Hold
7,374
– – 0.29% 77
2023
Q3 		$475K Sell
7,374
-66
-0.9% -$4.42K 0.29% 74
2023
Q2 		$502K Sell
7,440
-216
-3% -$14.6K 0.3% 72
2023
Q1 		$512K Hold
7,656
– – 0.32% 70
2022
Q4 		$472K Sell
7,656
-490
-6% -$28.8K 0.31% 71
2022
Q3 		$429K Sell
8,146
-682
-8% -$40.1K 0.31% 72
2022
Q2 		$520K Sell
8,828
-1,363
-13% -$87.4K 0.36% 67
2022
Q1 		$708K Sell
10,191
-273
-3% -$19.3K 0.44% 63
2021
Q4 		$781K Sell
10,464
-300
-3% -$22.5K 0.48% 58
2021
Q3 		$799K Sell
10,764
-100
-0.9% -$7.61K 0.59% 44
2021
Q2 		$813 Sell
10,864
-129
-1% -$9.74K 0.38% 44
2021
Q1 		$792 Buy
+10,993
New +$786K 0.44% 44

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MBA Advisors's IEFA Position: Q1 2026 in Review

MBA Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,814 shares worth $526K. The position accounts for 0.2% of the portfolio, ranked #80.

MBA Advisors first reported a position in IEFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $799K in Q3 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • MBA Advisors held 5,814 shares of iShares Core MSCI EAFE ETF worth $526K as of Q1 2026.
  • MBA Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.2% of MBA Advisors's portfolio in Q1 2026, its #80 holding.
  • MBA Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's iShares Core MSCI EAFE ETF position peaked at $799K in Q3 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.